Jim is a financial advisor with our team and a Registered Representative and Investment Adviser Representative with Equity Services, Inc. offering securities in Maryland. He is also insurance licensed in Maryland and Virginia. He has more than 30 years of experience as a CPA, having founded his own CPA firm in 1983*. He also has more than 18 years of experience in the financial services industry, transitioning from accounting to focus on financial services after a number of years running his own tax practice.
Jim thrives in the investment planning process, working with both businesses and individuals. He uses his experiences in the tax field along with his numerous years of advising businesses in his goal to provide the most efficient and effective financial tools to achieve his client’s goals.
Jim was born and raised in Montgomery County, Maryland. He graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science in Accounting. He lives in Gettysburg, Pennsylvania with his wife and two children. In his spare time, he enjoys golf, biking and snow skiing, traveling, reading, and volunteering in the community.
Jim Foster is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in MD, NC, NY, PA, SC, WV, VA, FL, DC. Jim Foster is life and health insurance licensed in MD, DC, PA, TN, VA WV.
*No longer a practicing CPA. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.